WhiteOak Capital Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹171 Cr | ₹3631 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹0 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 05 Jun 2021 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | 26.23% |
| Expense Ratio | 2.37 | 1.89 |
| Manager | Trupti Agrawal | Dhruv Muchhal |
| ISIN Code | INF03VN01852 | INF179KC1BJ4 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Month | 1.54% | 1% |
| 6 Month | 13.76% | 13.36% |
| 1 Year | - | 24.09% |
| 3 Year | - | 15.12% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.44% | 10.17% |
| 3 Year | 3.44% | 30.49% |
| 5 Year | 3.44% | 30.49% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Year | 8.57% | 15.92% |
| 3 Year | 8.57% | 37.3% |
| 5 Year | 8.57% | 37.3% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 18.15% |
| Sharp | - | 0.67% |
| Beta | - | 0.92% |
| Alpha | - | 3.42% |
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| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Name | Trupti Agrawal | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Fund Manage | 7 | 40 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 7.55 | 1.11 |
| Large Cap | 68.67 | 71.89 |
| Small Cap | 20.63 | 18.49 |
| Mid Cap | 3.17 | 8.51 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Financial | 94.2 | 92.23 |
| Others | -0.38 | 0.5 |
| Insurance | 1.76 | 5.17 |
| Technology | 1.14 | - |
| Services | 3.3 | 2.1 |
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